Prepare Your Personal Finances for Life Changes and Emergencies

There are the every day things we have to be prepared for . . . taxes, borrowing money, etc. This is where OFC shines! Once we get started, you don't see us again until it's all finish. You're just left with the important stuff.

Life events, even the planned events, can throw us off our game. This is a critical time for OFC. We can be as involved as you need . . . attending meetings along with you, filling out forms, etc. Or, we can serve is the angel on your should, working as a confidant and resource.

Examples of these "life events" include:
  • Birth of child
  • Marriage
  • Divorce
  • Death
  • Moving
  • Graduation / 1st year of college
  • Bankruptcy

Your head is most likely swimming . . . don't let that stop you from picking up the phone. Let's talk about what you need help with. How do you spell relief? O-F-C

Get Started with Our Financial Concierge

  1. Gather up ALL of the papers that involve our project (even the ones you're not sure about) and put them in ONE place. And, the "place" doesn't have to be orderly, matching or bound . . . a grocery bag (recycleable, even) or a box work great.
  2. Write down your questions . . . even the ones you think are dumb. I suggest using a notebook and keeping it with your bag o' papers.
  3. Set an appointment with Becci to meet, preferably at your house in case there is something you need to get.
  4. Sign of relief







Quantcast


Becci Hall, Family CFO
515.208.5706

© Our Financial Concierge, LLC
Rapidweaver for website software | Hosting provided by GoDaddy.com | Terms of Use and Privacy

Most importantly, thanks to julsdesign for our logo and Doug Fairchild for our illustrations. You guys are the best!